Truist Financial

Truist Financial Portfolio holdings

AUM $68.2B
1-Year Est. Return 17.56%
This Quarter Est. Return
1 Year Est. Return
+17.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.15B
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$8.13M
2
+$7.16M
3
+$7.11M
4
DD icon
DuPont de Nemours
DD
+$6.35M
5
OXY icon
Occidental Petroleum
OXY
+$4.77M

Top Sells

1
+$8.29M
2
+$6.9M
3
+$6.84M
4
MCD icon
McDonald's
MCD
+$6.47M
5
PRXL
Parexel International Corp
PRXL
+$6.37M

Sector Composition

1 Financials 12%
2 Healthcare 11.26%
3 Technology 10.64%
4 Industrials 8.39%
5 Consumer Discretionary 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$23.8M 0.46%
618,198
-14,852
52
$23.4M 0.45%
123,421
-7,469
53
$23.3M 0.45%
412,378
+11,672
54
$23.3M 0.45%
221,491
-4,548
55
$22.8M 0.44%
544,354
-27,487
56
$22.6M 0.44%
355,888
-21,805
57
$22.5M 0.44%
127,979
-5,109
58
$22.4M 0.44%
466,400
+7,460
59
$22.4M 0.43%
1,189,882
-205
60
$21.7M 0.42%
226,858
+3,185
61
$21.3M 0.41%
160,107
+375
62
$21M 0.41%
381,580
-10,069
63
$20.7M 0.4%
255,139
-26,891
64
$20.6M 0.4%
110,438
-12,086
65
$20.2M 0.39%
240,501
-26,135
66
$20.1M 0.39%
794,835
+28,916
67
$20M 0.39%
200,158
+1,569
68
$19.4M 0.38%
1,049,060
+384,390
69
$19.3M 0.37%
395,980
+3,000
70
$18.9M 0.37%
236,822
+58,951
71
$18.9M 0.37%
244,589
-12,558
72
$18.9M 0.37%
188,866
-12,641
73
$18.8M 0.36%
291,282
-9,535
74
$18.4M 0.36%
222,006
-24,207
75
$18.2M 0.35%
375,584
-21,232
1 2
3
4 5